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Accountants Enterprise only

The Assignment Type Change function converts one assignment type to another to enable pooling a group of assignments under one report. You can also update the Assignment Name and Code using this function.

The assignment type generally describes the main types of both internal and external work performed in the practice and specifically the work carried out. For example, you may have ‘Tax’ as an assignment type.

To change an Assignment Type

1. Select Maintenance > Assignment > Change Assignment Type on the main menu or Maintenance > Maintenance Map > Assignment > Change Assignment Type.
2. The
3. Change Assignment Type
4. page opens.
5. Find and select the Assignment you want to change by clicking the magnifying glass button.
6. See
7. Finding and opening assignments
8. .
9. The fields on the
10. Change Assignment Type
 page
11. page update with information about the assignment.
12. Change the assignment detail field information:
    

    1. Name — Change the name of the assignment, if required.

    2. Code — Change the code, if required.

13. Select the assignment type you want to convert to in the Available Assignment Type table.

    UI Text Box
    type note
    You cannot change the Chargeable, External or Included Time fields.

14. Click Change.

15. The

16. Assignment Type

 field

17. field in the

18. Current Assignment

e

1. Type table reflects the new

2. Assignment Type

3. .

4. Click Close. The Change Assignment Type page closes.

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